SourcingSourcing

BOOSTER, LLC

C40
CRD 314629·SEC 801-123233·BALTIMORE, MD
AUM
$229.3M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$688K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BOOSTER, LLC
CRD
314629
SEC file #
801-123233
EIN
—
DBA names
—

Economics

AUM
$229.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$173.3M → $229.3M▲ +32%
Client mix
Individuals Other147
Pension Profit Sharing Plans29
Individuals High Net Worth14

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
BALTIMORE MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
booster401k.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CESELSKY-GRUNDER, MARY, CAROL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CESELSKY-GRUNDER, MARY, CAROL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BOOSTER401K.COM
Rdap Domain Creation Date
2021-04-22T13:42:56Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
65,591
Form 5500 Compensation Trajectory 3y
202565,591
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
65,591
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1692
Soi Zip Pct 200k Plus
0.0531
Soi Zip Returns 200k Plus
490
Soi Zip Total AGI
757,600
Fdic Zip Total Deposits
236,651,761,000
Fdic Zip Branch Count
472
Fdic Zip Top Banks
Manufacturers and Traders Trust Company
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Signet Bank-MarylandBaltimore, MD
Signet Bank-MarylandBaltimore, MD
Fdic Zip HHI
1837.38
Fdic Zip Top Bank Share Pct
29.5
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-22T13:42:56Z
Rdap Domain Last Changed
2025-02-21T08:23:58Z
Rdap Nameservers
Jeff.ns.cloudflare.comLily.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,805
Returns2,780
Stub 2
AGI89,986
Returns2,450
Stub 3
AGI97,594
Returns1,590
Soi Zip Total Business Income
21,923
Soi Zip Total Cap Gains
37,282
Soi Zip Total Dividends
31,367
Soi Zip Total Returns
9,220
Top Owner CRD
4480192
Trust Company Affiliate
No

People (2)

2
CESELSKY-GRUNDER, MARY, CAROL
IAR · Direct Owner · 87.5%
4480192
THOMAS CLYDE TAVENNER
IAR
2883973